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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2976
McMillion Capital Management
North Carolina
$46K -$53.1K -600 -55%
AFIA
2977
America First Investment Advisors
Nebraska
$46K – – –
BCM
2978
Birch Capital Management
Texas
$46K +$44.3K +500 New
MCM
2979
MV Capital Management
Maryland
$41K – – –
HWM
2980
Holloway Wealth Management
Florida
$39K – – –
LWA
2981
Lowe Wealth Advisors
Maryland
$37K – – –
NC
2982
NewSquare Capital
Pennsylvania
$35K +$28.3K +320 +533%
BAMG
2983
Brand Asset Management Group
Missouri
$31K – – –
HRC
2984
Hoertkorn Richard Charles
$31K – – –
LP
2985
LMR Partners
United Kingdom
$30.2K +$29.7M +335,400 New
MIM
2986
Macroview Investment Management
Maryland
$30K – – –
CA
2987
Centerpoint Advisors
Massachusetts
$28K – – –
DTIM
2988
Danda Trouve Investment Management
Kansas
$28K +$26.6K +300 New
FA
2989
Financial Advantage
Maryland
$27K -$40.7K -460 -61%
JGIA
2990
Jackson Grant Investment Advisers
Connecticut
$26K – – –
WC
2991
Westwind Capital
New Mexico
$26K – – –
UOTTAIMCU
2992
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$22K +$21.2K +240 New
FCH
2993
Freestone Capital Holdings
Washington
$19K +$1.14M +12,880 +7%
FEG
2994
Financial Enhancement Group
Indiana
$18K – – –
CI
2995
Cordant Inc
Oregon
$18K +$17.7K +200 New
CWAF
2996
Core Wealth Advisors (Florida)
Florida
$18K +$17.7K +200 New
BCH
2997
Berkshire Capital Holdings
California
$17K -$9.97M -112,600 -100%
CIAS
2998
CBIZ Investment Advisory Services
Ohio
$15K – – –
MFT
2999
Moisand Fitzgerald Tamayo
Florida
$15K – – –
CA
3000
Claar Advisors
New York
$14.4K +$2.44M +27,540 +22%
118 119
120
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